Financial Advisor

The Well; Phoenix (AZ); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Back-office support

Mentorship

Access to custodial resources

Remote-friendly

Job summary

The Well is recruiting on behalf of a fast-growing independent RIA and is adding Financial Advisors nationwide. This role offers flexible compensation, remote work from anywhere in the country, and mentorship from seasoned industry veterans.

You’ll focus on building client relationships while the firm handles operations, compliance, and technology. Ideal candidates hold Series 65 (or equivalent) and have a fiduciary mindset with strong communication skills.

Qualifications

• Series 65 licensed advisors in good standing.
• Entrepreneurial self-starters who generate their own business.
• Advisors with a fiduciary mindset and unquestioned integrity.
• Strong communicators who build deep, long-term client relationships.

Responsibilities

• Develop and manage client relationships and investment programs.
• Grow the book through referrals and new client acquisition.
• Collaborate with back-office support to deliver comprehensive advice.

Skills

Series 65

Entrepreneurial mindset

Fiduciary mindset

Strong communication

Job description

Are you a financial advisor ready to stop fighting your back office and start building the practice you've always envisioned?

The Well is recruiting on behalf of a fast-growing independent RIA that has tripled its AUM in four years - entirely through organic, referral-driven growth. They are adding Financial Advisors nationwide and want entrepreneurial, client-first advisors who are ready for their best years.

What makes this different:

• Full operations, compliance, and technology support - you focus on clients and growth, they handle the rest


• Institutional-quality portfolio management available if you want it - or not, if you don't


• Flexible compensation structured around your situation, not a rigid grid


• Remote-friendly - work from anywhere in the country


• Mentorship from a 30+ year industry veteran who has written multiple books on investing


• Access to elite custodial resources and best practices built on decades of data


• A collaborative, tight-knit team that celebrates each other's wins

Who they are looking for:

• Series 65 (or equivalent) licensed advisors in good standing


• Entrepreneurial self-starters who generate their own business


• Advisors with a fiduciary mindset and unquestioned integrity


• Strong communicators who build deep, long-term client relationships


• CFP designation is a plus - not a requirement


• Existing book of business is welcome - but not required for the right candidate


• Clean compliance record and clear ownership of client relationships

The firm is especially interested in advisors who:

• Are tired of operational burdens eating into client time


• Want a true partner, not just a platform


• Are motivated to grow and believe their best years are still ahead


• Value a culture where 1+1=3

Flexible Compensation - Tailored to Your Experience and Situation

-Depending on portable book of business

-Base plus bonus available with no book

This is a national search. Phoenix, AZ candidates are of particular interest, but all geographies are welcome.